My aim is to help clients achieve 'financial freedom'.

 

Simply put, this is the ability to live your life on your own terms and to have the financial resources to do so.

 

To do achieve this we work together to answer the following three questions:

1. Can I spend my money how I want to, now and in the future?

2. Will I run out of money?

3. If I have anything left, can I pass it to my wife/children/partner etc.

Your money, property, investments and pensions etc. are just a way to facilitate the lifestyle that you want to live.

 

The earlier you start planning your finances, the better your chances are to achieve your financial goals.

 

It shouldn't be any more complicated than that.